玩股撇步(動畫小學堂)  

  • 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
  • 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
  • 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
  • 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
  • 如果EPS衰退,要觀察同業是不是有一樣的狀況
  • 要留意增資減資和公司債對股本及EPS的影響
成長能力-近8季
加權平均股數 QoQ YoYEPS QoQ YoY本業EPS QoQ YoY累計EPS QoQ YoY營收 QoQ YoY毛利率(%) QoQ YoY營業利益率 QoQ YoY稅後淨利率 QoQ YoY營業利益 QoQ YoY稅後淨利 QoQ YoY稅前淨利率(%) QoQ YoY稅後淨利率(%) QoQ YoY兩季平均(YOY)營收成長率(%)兩季平均(YOY)EPS成長率(%)兩季平均(YOY)本業EPS成長率(%)
26Q1 (8)1061.927.07-0.0198.7298.57-0.2661.7691.8-0.0199.6998.5717.0372.54351.7215.72-5.36-62.03-2.1286.1595.65-0.4597.27-102.58-0.3676.1680.33-0.0198.7898.55-0.5296.82-102.35-0.4597.27-102.5842.1662.2253.68
25Q4 (7)104-1.896.12-0.7825.7137.6-0.6845.626.09-3.19-31.82-39.39.8711.7841.6116.61-15.13-32.67-15.317.0450.28-16.47-14.0624.66-1.51-4.1429.77-0.8226.1332.79-16.35-16.0452.36-16.47-14.0624.6626.08-16.69-49.75
25Q3 (6)1060.08.16-1.05-59.09-90.91-1.25-145.1-119.3-2.42-77.94-134.958.8340.3870.7919.57-35.75-44.69-16.4719.526.18-14.4427.2225.22-1.45-12.4-26.09-1.11-60.87-105.56-14.0938.1233.63-14.4427.2225.2253.61-26.69-30.59
25Q2 (5)1067.078.16-0.665.71-312.5-0.5183.9113.56-1.36-94.29-183.336.2966.847.5230.46-26.43-13.0-20.4657.97-55.24-19.84-213.89-361.4-1.2929.51-67.53-0.690.0-360.0-22.77-202.94-359.07-19.84-213.89-361.4--0.00
25Q1 (4)991.020.0-0.7044.00.0-3.17-244.570.0-0.7069.430.03.77-45.910.041.4067.820.0-48.68-58.10.017.42179.690.0-1.8314.880.0-0.6943.440.022.12164.450.017.42179.690.0--0.00
24Q4 (3)980.00.0-1.25-127.270.0-0.92-61.40.0-2.29-122.330.06.9734.820.024.67-30.270.0-30.79-38.010.0-21.86-13.210.0-2.15-86.960.0-1.22-125.930.0-34.32-61.660.0-21.86-13.210.0--0.00
24Q3 (2)980.00.0-0.55-243.750.0-0.573.390.0-1.03-114.580.05.17-11.620.035.381.060.0-22.31-69.270.0-19.31-349.070.0-1.15-49.350.0-0.54-260.00.0-21.23-328.020.0-19.31-349.070.0--0.00
24Q2 (1)980.00.0-0.160.00.0-0.590.00.0-0.480.00.05.850.00.035.010.00.0-13.180.00.0-4.300.00.0-0.770.00.0-0.150.00.0-4.960.00.0-4.300.00.0--0.00
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2026/42.31-55.4547.6919.34259.7510.39N/A主係今年度訂單陸續於本年度出貨所致。
2026/35.1979.79232.4917.03346.7917.030.15主係訂單陸續於本月出貨所致。
2026/22.89-67.78155.2911.84426.0115.740.16主係訂單陸續於本年度出貨所致。
2026/18.96130.04698.938.96698.9316.760.15主係訂單陸續於本月出貨所致。
2025/123.89-0.2756.4328.8131.469.870.77主係今年度訂單陸續於本月出貨所致。
2025/113.988.637.3224.9128.268.950.85-
2025/102.07-30.4930.3921.0126.717.70.99-
2025/92.9812.24102.0518.9426.318.830.3主係今年度訂單陸續於本月出貨所致。
2025/82.65-17.0474.4615.9618.069.150.29主係今年度訂單陸續於本月出貨所致。
2025/73.2-2.8346.9313.3110.97.930.33-
2025/63.29129.0662.4910.112.926.290.41主係今年度訂單陸續於本月出貨所致。
2025/51.44-8.15-39.576.81-12.564.560.57-
2025/41.560.278.035.38-0.694.260.61-
2025/31.5638.0511.833.81-3.883.810.79-
2025/21.130.81-10.372.25-12.414.750.64-
2025/11.12-54.95-14.381.12-14.386.470.47-
2024/122.5-11.99-27.7521.9310.166.930.47-
2024/112.8479.0951.3319.4218.155.910.56子公司星河公司113年11月之營收大幅成長所致。
2024/101.597.78.3616.5813.874.580.72-
2024/91.47-3.07-5.2214.9914.495.170.79-
2024/81.52-30.14-4.713.5217.155.720.72-
2024/72.187.4646.2212.020.666.580.62-
2024/62.03-14.8235.189.8216.165.850.76-
2024/52.3864.2253.267.7912.065.220.85本集團合併營收增加係因自112年11月起併入星河半導體股份有限公司之營收,且星河公司5月之營收大幅成長所致。
2024/41.453.79-4.95.410.224.111.08-
2024/31.410.63-3.743.972.243.97N/A-
2024/21.26-3.69-3.752.575.816.03N/A-
2024/11.31-62.1917.01.3117.06.65N/A-
2023/123.4684.35179.1319.923.946.81N/A本集團合併營收增加係因自112年11月起併入星河半導體股份有限公司之營收,且星河公司12月之營收較11月大幅成長所致。
2023/111.8828.2428.2916.4410.944.9N/A-
2023/101.47-5.7923.4714.569.034.62N/A-
2023/91.56-2.5419.1813.097.634.64N/A-
2023/81.67.1919.4811.546.244.58N/A-
2023/71.49-0.65-8.949.944.384.54N/A-
2023/61.5-3.43-10.498.457.144.57N/A-
2023/51.551.8919.166.9511.94.52N/A-
2023/41.525.0616.055.49.974.28N/A-
2023/31.4510.629.913.887.753.88N/A-
2023/21.3117.0719.652.436.513.67N/A-
2023/11.12-9.8-5.621.12-5.623.82N/A-
2022/121.24-15.272.8516.068.013.89N/A-
2022/111.4623.4312.3314.828.473.96N/A-
2022/101.19-9.07-1.0813.358.063.83N/A-
2022/91.31-2.322.0312.179.054.28N/A-
2022/81.34-18.3133.2710.867.674.65N/A-
2022/71.64-2.3473.589.524.844.61N/A本集團合併營收增加係因自111年6月起併入迅杰科技股份有限公司之營收所致。
2022/61.6728.5760.027.89-3.14.29N/A本集團合併營收增加係因自本月起併入迅杰科技股份有限公司之營收所致。
2022/51.3-0.767.16.21-12.413.93N/A-
2022/41.31-0.49-11.694.91-16.443.73N/A-
2022/31.3220.42-15.543.6-18.053.6N/A-
2022/21.1-7.65-16.582.28-19.443.49N/A-
2022/11.19-1.7-21.911.19-21.913.7N/A-
2021/121.21-7.469.1914.8729.433.71N/A-
2021/111.38.681.6513.6631.593.57N/A-
2021/101.212.183.3512.3635.813.27N/A-
2021/91.076.69-19.4211.1640.563.01N/A-
2021/81.06.38-7.1510.0952.62.99N/A本集團累計合併營收增加係因去年客戶受疫情影響致合併營收下降,今年因疫情趨緩及客戶需求增加致本年度累計合併營收較去年增加。
2021/70.94-9.97-16.719.0864.273.2N/A本集團累計合併營收增加係因去年客戶受疫情影響致合併營收下降,今年因疫情趨緩及客戶需求增加致本年度累計合併營收較去年增加。
2021/61.05-13.9336.878.1485.10.0N/A本集團合併營收增加係因去年同期客戶受疫情影響致合併營收下降,今年因疫情趨緩及客戶需求增加致本年度合併營收較去年同期增加。
2021/51.22-18.1984.477.195.240.0N/A本集團合併營收增加係因去年同期客戶受疫情影響致合併營收下降,今年因疫情趨緩及客戶需求增加致本年度合併營收較去年同期增加。
成長能力-近5年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2025 (5)1046.12-3.190-5.61028.7630.9723.80-27.06-21.160-12.150-6.090-3.460-3.320
2024 (4)986.52-2.290-2.85021.9610.3532.63-4.28-24.090-15.860-5.290-4.50-2.230
2023 (3)922.22-1.210-1.99019.923.9134.09-25.78-19.040-12.600-3.790-2.80-1.120
2022 (2)9021.620.57-82.24-0.70016.068.045.93-6.84-1.6306.79-66.37-0.2601.0-69.330.52-78.33
2021 (1)745.713.2100.50014.8729.4249.3009.38020.1901.3903.2602.40

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